Bernardo Wealth Planning’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,267
| Closed | -$852K | – | 92 |
|
|
2020
Q4 | $852K | Buy |
16,267
+434
| +3% | +$22.7K | 0.33% | 65 |
|
|
2020
Q3 | $732K | Buy |
15,833
+3,952
| +33% | +$183K | 0.33% | 63 |
|
|
2020
Q2 | $463K | Sell |
11,881
-200
| -2% | -$7.79K | 0.25% | 78 |
|
|
2020
Q1 | $415K | Buy |
12,081
+82
| +0.7% | +$2.82K | 0.29% | 85 |
|
|
2019
Q4 | $539K | Sell |
11,999
-126
| -1% | -$5.66K | 0.33% | 71 |
|
|
2019
Q3 | $546K | Buy |
12,125
+18
| +0.1% | +$811 | 0.4% | 56 |
|
|
2019
Q2 | $512K | Hold |
12,107
| – | – | 0.4% | 62 |
|
|
2019
Q1 | $484K | Hold |
12,107
| – | – | 0.38% | 65 |
|
|
2018
Q4 | $412K | Buy |
+12,107
| New | +$412K | 0.36% | 66 |
|